Workflow: Alert someone when a date is reached

Giorgia F

Hi,

I want to set up an automatic workflow in order to receive an alert when a date is reached.

The trigger will be: when a date is reached, run once on, date field "6" (column 6)

Alert someone: send to contacts in a cell "2"

Let's say that:

- In row 1, column 6, I'll put tomorrow as the deadline (02/10/21).

- In row 1, column 2, I’ll put contact A

- In rows 2 and 3, column 2, I’ll put contact B

- In row, column 2, I’ll put contact C

My question is: Who will receive the alert tomorrow? 

Contact A only? In other words, only the contact where we have a deadline set up?

Or all contacts in column 2?

Thanks for your help!

Paul Newcome

Only the contact(s) that have rows that match both your trigger and your criteria. If the trigger is date based but there is no date in the appropriate column, then there is nothing for the trigger and nothing will go out for that row. If there is a date, but the additional conditions are not met then nothing will go out for that row either.

Edit to add:

Basically... Think of your automations as being row based.

Paul Newcome

Only the contact(s) that have rows that match both your trigger and your criteria. If the trigger is date based but there is no date in the appropriate column, then there is nothing for the trigger and nothing will go out for that row. If there is a date, but the additional conditions are not met then nothing will go out for that row either.

Edit to add:

Basically... Think of your automations as being row based.